Excel Crash Master Excel For Financial Analysis

Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance

Last updated 2022-01-10 | 4.6

- Perform professional level financial analysis in Excel
- At the end the course students will be able use industry best practices when building financial models in Excel

What you'll learn

Perform professional level financial analysis in Excel
At the end the course students will be able use industry best practices when building financial models in Excel

* Requirements

* Excel 2007
* 2010
* 2013 or 2016 loaded on your computer.

Description

Course Description

Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user.  This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users. 

Build a strong foundation in Excel for careers in:

  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)

Learn industry leading best practices.  This course is based on first-hand investment banking training programs at global banks.  The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.

Content and Overview  This course starts with the basics and quickly progresses to a level where even experts will learn something new.  We think it's important to start at the bottom and build a solid base, which is why we review all the foundational skills you need.

In the second half of the course you'll notice the functions and formulas getting more sophisticated and the quality of financial analysis and financial modeling becoming much higher.

What am I going to get from this course?

  • Learn everything you need to know about Excel for a career in corporate finance
  • Master shortcuts, functions, and formulas to save time speed up you modeling skills
  • Follow industry leading best practices
  • Stand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence


Who this course is for:

  • This Excel course is meant for all levels from beginner to advanced. Power users should skip the earlier chapters.
  • The content is geared towards financial modeling and financial analysis used in investment banking, equity research, private equity and more.

Course content

10 sections • 40 lectures

CFI Intro Preview 00:53

Welcome Preview 00:28

Table of contents Preview 01:28

Instructor biography Preview 00:40

Key learning objectives Preview 01:49

Layout overview Preview 02:01

Workbooks, worksheets, cells, & formula bar Preview 01:44

The ribbon Preview 09:34

Settings overview Preview 00:36

Changing your settings Preview 09:04

Objectives Preview 01:09

Format, background, special numbers, column width, freeze panes Preview 08:53

Paste special, font colors, format numbers, sum Preview 07:04

Percentages, fill right, font colors, borders, view gridlines Preview 10:08

Objectives Preview 00:34

Structure, organization, duplicate sheets, grouping Preview 05:54

Anchoring cells, grouping Preview 07:30

Naming cells, tracing precedents & dependents, auditing Preview 11:16

Go to special, conditional formatting Preview 05:48

Dynamic titles & headers Preview 04:31

Objectives Preview 00:58

Date fuctions and time periods Preview 08:39

Sum, average, sumproduct, median Preview 06:33

IF statements Preview 11:07

Rounding and absolute fuctions Preview 04:42

Min, max, small, large Preview 04:34

IFerror, find and replace Preview 07:16

Objectives Preview 00:31

Scenarios, choose, data validation Preview 10:35

Vlookup, hlookup, index, match Preview 20:13

Data tables and goal seek Preview 10:56

Sumif, countif, if + and Preview 04:33

Xirr and xnpv Preview 05:04

Objectives Preview 00:43

Stacked column and line chart combined Preview 09:26

Waterfall chart (Excel 2016) Preview 08:46

Column, line, and pie charts Preview 04:16

Objectives Preview 00:21

Recording and using macros to seed up modeling Preview 07:17

Download completed file and keep practicing Preview 00:51